14,894 Vertiv Holdings Co. $VRT Shares Bought by Kestra Private Wealth Services LLC

Kestra Private Wealth Services LLC raised its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 73.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 35,127 shares of the company’s stock after purchasing an additional 14,894 shares during the quarter. Kestra Private Wealth Services LLC’s holdings in Vertiv were worth $8,476,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in VRT. Sachetta LLC grew its position in Vertiv by 41.4% in the first quarter. Sachetta LLC now owns 123 shares of the company’s stock worth $31,000 after acquiring an additional 36 shares in the last quarter. Cornerstone Planning Group LLC raised its position in Vertiv by 60.5% during the first quarter. Cornerstone Planning Group LLC now owns 130 shares of the company’s stock valued at $33,000 after purchasing an additional 49 shares during the period. Burkett Financial Services LLC purchased a new stake in Vertiv during the third quarter valued at approximately $35,000. GoalVest Advisory LLC lifted its stake in shares of Vertiv by 87.3% in the 2nd quarter. GoalVest Advisory LLC now owns 148 shares of the company’s stock valued at $50,000 after purchasing an additional 69 shares during the last quarter. Finally, Center for Financial Planning Inc. lifted its stake in shares of Vertiv by 554.2% in the 1st quarter. Center for Financial Planning Inc. now owns 157 shares of the company’s stock valued at $39,000 after purchasing an additional 133 shares during the last quarter. 89.92% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Vertiv

In other Vertiv news, Director Edward Monser sold 15,287 shares of the company’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $253.82, for a total value of $3,880,146.34. Following the transaction, the director owned 16,500 shares of the company’s stock, valued at $4,188,030. This represents a 48.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of brokerages have recently commented on VRT. Piper Sandler set a $375.00 target price on Vertiv in a report on Wednesday, July 29th. Bank of America decreased their price target on Vertiv from $440.00 to $375.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. Royal Bank Of Canada raised their price target on Vertiv from $323.00 to $351.00 and gave the stock an “outperform” rating in a research report on Thursday, October 29th. TD Cowen lifted their price objective on shares of Vertiv from $356.00 to $357.00 and gave the stock a “buy” rating in a research note on Thursday, October 29th. Finally, BMO Capital Markets reiterated an “outperform” rating and set a $331.00 price objective on shares of Vertiv in a research report on Thursday, October 29th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $337.78.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv signed a three-year strategic agreement with Infineon to help secure supplies of silicon and silicon-carbide power semiconductors. The deal is intended to support reliable deliveries as Vertiv scales production, including for its 800 VDC power systems. Article: Vertiv and Infineon Deepen Strategic Partnership
• Positive Sentiment: Recent coverage highlights Vertiv’s strong quarterly results and higher 2026 revenue and free-cash-flow outlook, supported by demand for AI data-center infrastructure. This provides a positive fundamental backdrop, though it has not prevented volatility in the shares. Article: Vertiv: AI Panic Creates Golden Buying Opportunity
• Negative Sentiment: Post-midterm fears about a possible Texas permit freeze are raising concerns that data-center construction—and related AI infrastructure spending—could face political or regulatory headwinds. Vertiv is exposed to that investment cycle, making the uncertainty a potential drag on sentiment. Article: Midterms and AI Spending Concerns
• Negative Sentiment: Coverage also cited an analyst downgrade and a separate pessimistic forecast for VRT, adding pressure amid concerns about the stock’s outlook. The articles provided do not specify the analysts’ reasoning or revised targets. Article: Vertiv Shares Down Following Analyst Downgrade Article: GLJ Research Issues Pessimistic Forecast

Vertiv Stock Down 13.0%

Shares of NYSE VRT opened at $205.25 on Thursday. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.39 and a quick ratio of 1.01. The company has a market cap of $79.02 billion, a P/E ratio of 38.36, a PEG ratio of 0.75 and a beta of 2.11. Vertiv Holdings Co. has a 1 year low of $147.82 and a 1 year high of $379.93. The firm has a 50-day simple moving average of $240.47 and a two-hundred day simple moving average of $269.70.

Vertiv (NYSE:VRT) last released its earnings results on Wednesday, October 28th. The company reported $2.21 EPS for the quarter, beating analysts’ consensus estimates of $1.82 by $0.39. Vertiv had a return on equity of 53.31% and a net margin of 15.99%. The firm had revenue of $4.31 billion for the quarter, compared to analysts’ expectations of $3.75 billion. During the same quarter in the prior year, the firm posted $1.24 earnings per share. The company’s quarterly revenue was up 61.2% on a year-over-year basis. Research analysts anticipate that Vertiv Holdings Co. will post 7.17 earnings per share for the current year.

Vertiv Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, September 24th. Investors of record on Monday, September 14th were issued a dividend of $0.0625 per share. The ex-dividend date was Monday, September 14th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s payout ratio is presently 4.67%.

About Vertiv

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that supports data centers, communication networks and other facilities requiring reliable power and environmental control. Its solutions are used by cloud and colocation providers, telecommunications companies, enterprises, industrial organizations and edge-computing operators.

The company’s offerings include uninterruptible power supplies, power distribution and management systems, thermal-management and cooling equipment, integrated racks and enclosures, modular infrastructure, and monitoring and control software.